AMD

“Even though they're hitting the benchmarks on the actual, like, computing power, like, price per flop, the software is so broken, there's so many bugs that you cannot train models on it.”

“Like you literally cannot train a model on their chips because it's so buggy and their software is so bad.”

“In fact, in terms of naive raw dollars per flop, AMD GPUs are something like half the price of NVIDIA GPUs.”

“Either Nvidia's really overvalued or AMD's really undervalued. It has to be one or the other.”

“Trump struck a deal with Nvidia and AMD for the federal government to take 15% of their chip sales in China in return for allowing the exports.”

“Meta has shaken hands with AMD. They're forming a pact today. We're announcing a multi-year agreement with AMD advanced micro devices to integrate their latest instinct GPUs into our global infrastructure with a pot approximately six gigawatts.”

“We have Dell, AMD Intel CFO talked about, they're talking about three to five year locked, locked in supply contracts from hyperscalers.”

“Lisa Su raised her CPU, a genetic CPU forecast. Just three months ago, it was a hundred twenty billion for 20 to 30. Three months later, they raised it to two hundred twenty billion.”